Podcast Episodes
Back to SearchRevolutionizing Agriculture: machines, software and genetics
Episode 73
Technology is revolutionizing agriculture and its markets. Over the last two decades, rapid strides have been made in the business of farming. Genetics is de-commoditizing crops; in the future, const…
Published on 4 years ago
Commodities as Currencies: Traceability, Tokenization, G-Coin and beyond with Brent de Jong
Episode 72
Emerging technologies, such as blockchain and artificial intelligence are unlocking the capacity to efficiently trace, track and share ownership of physical assets at a granular level. Digitalization…
Published on 4 years ago
Debating the Commodity Super-Cycle with Jeff Currie, Saad Rahim, Derek Sammann and Alex Booth
Episode 71
Are we in a super-cycle or is it a chimera generated by the short-term impacts of COVID and trade wars? What’s the role of energy transition and redistributive policies around the world? How long wil…
Published on 4 years ago
Sustainable Investment in Emerging Energy Markets with Francis Ugboma
Episode 70
With COP26, voluntary carbon credits, Green Financing and shrinking opportunities in established markets, energy investors and producers are looking to emerging and frontier markets for future projec…
Published on 4 years, 1 month ago
The Commodity Financing Crunch with Lewis Hart
Episode 69
Demand for commodity financing is skyrocketing as prices, volumes and margin calls are on the rise. However, after a decade of low demand, low returns and pressure from a variety of sources, the supp…
Published on 4 years, 1 month ago
Planning for the New Normal in Commodities with Xavier Veillard
Episode 68
Record prices, extreme volatility, net-zero carbon demands, liquidity challenges and disrupted supply chains are the ‘new normal’ in commodities. Planning for 2022 and beyond in this environment is i…
Published on 4 years, 1 month ago
The Rare Metals War: pollution, politics and the energy transition with Guillaume Pitron
Episode 67
In this episode, we explore the hidden, dark side of the energy transition. The West offshored to Asia the pollution stemming from the mining and processing of the key metals and products needed for …
Published on 4 years, 1 month ago
Hydrogen: hope, hype and thermodynamics with Paul Martin
Episode 66
Hydrogen is touted as a key component in energy transition, providing a carbon-free source of energy from transportation to heating our homes, while conveniently using existing oil & gas infrastructu…
Published on 4 years, 2 months ago
Navigating the Tanker Market with Richard Matthews
Episode 65
The shipping market is treacherously cyclical. Adding the pandemic, digitization, trade wars and energy transition has made this lynchpin of the global energy markets one of most challenging segments…
Published on 4 years, 2 months ago
Crude Oil Trading: The hottest seat in the energy transition with Kurt Chapman
Episode 64
As we embark on the energy transition, oil trading will not only become more crucial but more lucrative. Reducing investment in supply and infrastructure, uncertain global demand and decarbonization …
Published on 4 years, 2 months ago